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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,601 | $69,274-39.9% | $64,097-35.1% | $139,487-70.2% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 17.95% | 46.00%-28.0pp | 33.75%-15.8pp | 373.84%-355.9pp |
| Employer contribution / active EE | $2,040 | $3,187-36.0% | $2,750-25.8% | $4,755-57.1% |
| Participant deferral / active EE | $5,511 | $4,685+17.6% | $3,881+42.0% | $6,713-17.9% |
| Admin fee / account holder | $5,303 | $4,247+24.9% | $3,070+72.8% | $11,407-53.5% |